Batch Scheduling

The batch scheduling tool allows you to drag and drop jobs straight onto the scheduler!

Do Now Actions
Statuses

Open the "Batch" tool in the top right corner of the Scheduler

Access the Batch Scheduling tool by clicking the "Batch" button in the top right corner of the Scheduler tab.

Figure 1. The Batch Scheduling tool is in the top right of the Scheduler Tab

How do I set which columns appear?

The date columns can be checked to be visible or hidden.

The city, state, and zip columns are always visible.

The metric columns match the data that appears in the Scheduler header. These can be added or removed in the admin tab.

Figure 1. Data columns for jobs in the batch scheduling tool

Select the "Action to Create"

Select which "Action to Create." Make sure the action corresponds to the correct Schedule Name and the Scheduled users. In this example, we want to schedule "Installs" on our "Template & Install" schedule for installers, "Jose & Adam."

Figure 2. Select the Action to Create based on the Schedule and Scheduled Users

Filter which jobs to schedule

There are 2 methods to determine which jobs you will schedule.

Do Now Actions - schedule jobs with an uncompleted action like "Schedule Template/Install/Callback"
Statuses - schedule jobs that have 1 completed status and 1 unscheduled action, for example, all jobs that have been "Accepted" but do not yet have a "Template" date scheduled.

When you filter the job list "By 'Do Now' Actions" and select a "'Do Now' Action:" ActionFlow pulls the jobs with that uncompleted action.

Another way to reference this list would be to select "*" as the User in the Do Now tool and select the action. The * user pulls actions from all users so both lists are showing all the selected uncompleted actions in your shop.

Figure 3. Select a 'Do Now' action and ActionFlow will pull all the jobs with that uncompleted action.

Make sure you have the correct Action to Create selected for the corresponding Do Now Action. For example, you may accidentally place "template" actions on the installers if you are looking at the "Schedule Install" Do Now actions but have the "Template" action selected.

Figure 4. Ensure the "Action to Create" corresponds with the "Do Now Action"

The other option is to schedule based on Statuses - for example, if a job is "Fabricated" but does not yet have an "Install" scheduled.

Figure 5. Filter jobs based which have a selected Status and an uncompleted action

Drag and drop jobs onto the Scheduler

To place a job on the scheduler, select one or more jobs, then left click and drag to move the job(s) to the desired timeslot and then release your mouse to drop the job(s).

Select multiple jobs by holding Ctrl or Shift - Ctrl lets you select any set of jobs one a time while Shift selects consecutive jobs by clicking the first and last of the set.

Figure 6. Drag and drop one or multiple jobs onto the scheduler

Refresh the List

After the jobs are scheduled, the corresponding date column will be filled after hitting refresh. You can hide the date columns that are not relevant to the current action you are scheduling. For example, when scheduling "Installs" or other final site visits, you can hide all but the "Target" date column.

Figure 7. The scheduled template date is now listed for each job. In this example, all but the "Fabricate" date columns are showing.

Once the job is on the scheduler, hit the refresh button by "Filter Records for Scheduling" and the date will appear in the corresponding column. Then click the "Go to" button to access that job's Do Now list.

Figure 8. Once you have scheduled that job, you are ready to check that off your Do Now list! Click "GoTo" to access the job.

Complete the Do Now Action(s)

After completing the "Do Now Action," return to the Batch tool and refresh the list and the job will drop off.

Figure 9. Complete the Do Now action(s) for the scheduled job(s)

Figure 10. Refresh the list and now you are ready to schedule the remaining jobs

If you are scheduling by statuses, once you have scheduled the job and hit refresh, the job will drop off the list.

Figure 11. Refreshing the list for Statuses will remove any job that is now scheduled

Access the Job

If you want to access that job, right click on the scheduled action and click "Go to Parent"

Figure 12. To access jobs no longer on the list, right click on the scheduled action and click "Go to Parent"